[ref. o21663124] Private Wealth Executive / Corporate Wealth Planning Executive
Pro B Centre Sdn Bhd Kuala Lumpur Full-time
Bachelor’s Degree in Finance, Business, Economics or related field (mandatory). Fresh graduates with strong interest are welcome.
- Licensed candidates are preferrable
- Unit Trust Consultant (UTC) & Private Retirement Scheme Consultant (PRS)
- Certified Financial Planner (CFP) or Registered Financial Planner (RFP)
- Capital Markets Services Representative’s License (CMSRL)
- Excellent communication, presentation and consultative selling skills
- Motivated, target-driven, and eager to grow in a long-term career.
- Advise clients on investment-based financial planning solutions, guide implementation and conduct regular reviews of client portfolios and financial goals
- Use company-generated leads and personal outreach to grow your client base. Opportunity to serve mass affluent & affluent clients.
- Collaborate on advanced solutions like Business Succession Planning and Family Office services for high.NET-worth clients
- Contributing sales ideas & marketing strategies.
- Daily sales activity such as call to follow up, set appointment and close leads.
- Prepare monthly sales report for Manager & CEO
- Basic salary + allowance + performance-based bonus
- ️ Incentive trips (for CMSRL Licensed Holder who achieve the target)
- Quality leads provided through Cheng & Co’s extensive network
- Scholarship for licensing exams such as Certified Financial Planner (CFP) or Registered Financial Planner (RFP) for non-licensed, but qualified applicants
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Job Description
Kami adalah syarikat yang berpengkalan di Eropah dan telah beroperasi di Malaysia selama 19 tahun. Kami memerlukan beberapa orang calon untuk mengisi jawatan sebagai MARKETING EXECUTIVE di Sales & Marketing Department kami
KELEBIHAN...
Kuala Lumpur
Marketing Executive to join this leading name in the industry. In this role, you’ll play a vital part in driving brand visibility and supporting the company’s growth within a fast-paced, dynamic environment.
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• Lead the development...